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Getting Started with Creating Zones
Who is this article for?Please Review Administrators managing zones.
Review Owners can determine different zone permissions.
Zones are areas of a Word document which the review Owner can set up to assign different Reviewer and/or Contributor permissions to different users in the review. Zones allow the review Owner to determine different review permissions for specific zones of a document, for example to prevent individual users from commenting or marking-up changes to specific zones, or even prevent users from viewing certain zones of the document. It also provides a very powerful capability that allows different zones to be authored, using Microsoft Word itself, in parallel, and then for each zone to be released for review once it is available.
Tip: Want to know more? See How to Create Zones for more information.
Enabling Zones
All reviews containing at least one Word document will have review permission zones enabled by default. Zones for editing in Word are enabled by the review Owner at step 3 of the new review wizard by assigning role permission(s) containing ‘Contributor’.
See below an overview of Contributor roles and tasks:
| Role holder can: | Contributor | Author- Contributor | Super- Contributor | Owner - Contributor |
|---|---|---|---|---|
| Do everything a Reviewer can | ||||
| Do everything an Author can | ||||
| Do everything an Owner can | ||||
| Be assigned an edit-in-Word zone | ||||
| Assign an edit-in-Word zone to themselves |
Creating Zones
At step 5 of the new review wizard, zones can be created before starting the review by clicking the ‘Preview’ link, or they can be set after the review has started.
In the review interface, click the ‘switch to zone creation mode’ icon to begin creating the zones.
Note: The zone permissions available for participants is dependent on their role in the review and your system configuration settings.
| Permission | Description | |
|---|---|---|
| H | Hidden | Unable to see this zone. |
| V | Viewer | Read-only access to this zone. |
| R | Reply Only | Can only reply to comments/changes (If enabled by system configuration). |
| C | Comment Only | Can only add comments (If enabled by system configuration). |
| P | Propose Change Only | Can only add proposed changes (If enabled by system configuration). |
| R | Reviewer | Can add comments/proposed changes as normal. |
| A | Author | Can accept/close comments on this zone. |
| W | Edit in Word | Can edit the zone by downloading to Word. Only available to participants with a role containing ‘Contributor’. |
Managing Zones
- The review Owner has full control over zones. They can add, edit, or delete zones at any time and can also reset and complete zones assigned to other Contributors. available when setting zones.
- The ability to add, edit or delete zones is available to the review Owner when in ‘zone creation mode’.
- To delete a zone, simply select ‘Delete’ from the actions drop-down list in the
top right-hand corner of the comment box. - To change the range of a zone, or change participant permissions, click ‘Edit’. The comment box will enable editing with all options available when setting zones.
- A full history of activity on zones with Edit-in-Word permissions is available on the Review Control Panel which lists each activity and allows you to view the document and the reconciliation report as it existed prior to each activity.